App Guides
Close Forge
Close Forge setup guide
Automated follow-up for open estimates, replacement bids, tune-up recommendations, and repair options.
Overview
Give your sales team a reliable second and third touch. The first live versions use Housecall Pro or ServiceTitan webhook-driven follow-up campaigns, local run history, and connector-scoped settings before any write-back automation is enabled.
Core features
- Recover unsold work
- Launch deployment-specific follow-up campaigns
- Give managers visibility into estimate events and message queues
Setup checklist
- Connect a Housecall Pro MAX account or a ServiceTitan tenant with approved API access
- Deploy the app to one compatible CRM connector
- Configure campaign delays, stop conditions, SMS copy, and email copy
Compatible connectors
This app can use: SERVICETITAN, HOUSECALLPRO.
Launch notes
After setup, monitor the app dashboard for deployment status, recent activity, skipped work, and customer records that need human review.